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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,546 | $197,819-93.2% | $155,789-91.3% | $125,389-89.2% |
| Participation rate | 46.7% | 82.1%-35.4pp | 76.1%-29.4pp | 83.2%-36.5pp |
| Annual return | -1.38% | 86.73%-88.1pp | 71.54%-72.9pp | 282.24%-283.6pp |
| Employer contribution / active EE | $734 | $4,850-84.9% | $3,839-80.9% | $4,866-84.9% |
| Participant deferral / active EE | $933 | $5,631-83.4% | $4,798-80.6% | $5,352-82.6% |
| Admin fee / account holder | $4,338 | $9,544-54.6% | $7,477-42.0% | $9,541-54.5% |